Financial Planning Specialist

15 hours ago

Newbury, West Berkshire, United Kingdom Attivo Group Full time
About Attivo Group

Attivo Group is a leading provider of independent lifestyle financial planning services. Our team of experienced financial planners and support staff are dedicated to delivering exceptional results for our clients.

Job Title: Financial Planning Administrator

We are seeking a highly skilled Financial Planning Administrator to join our team. As a Financial Planning Administrator, you will play a key role in providing high-quality, long-term tax and lifestyle financial planning services to our clients.

Key Responsibilities:
  • Provide financial advice and make recommendations to help clients achieve their financial planning goals
  • Ensure compliance with regulatory requirements and maintain high standards of file quality and compliance
  • Develop and maintain product, technical, and regulatory knowledge to stay up-to-date with the latest financial regulations
  • Conduct in-depth reviews of clients' financial circumstances and future aims
  • Support the business in responding to complaints and maintaining a high standard of customer service
Requirements:
  • Diploma in Regulated Financial Planning with the CII
  • Experience as a Trainee Financial Planner, Associate Financial Planner, or Paraplanner
  • Driven and self-motivated towards professional development
What We Offer:
  • Up to £55,000 depending on qualifications and experience, plus bonus and benefits
  • Non-contributory Pension Scheme
  • Private Medical Insurance
  • Generous holiday allowance, rising with length of service
  • Work from home and flexible working available

Attivo Group is committed to being an Equal Opportunities employer. Any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). Please visit our website to view our full privacy policy for prospective employees.

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